account manager | private wealth management in Melbourne CBD

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job details

melbourne cbd, victoria
banking & financial services
job type
working hours
au$ 65,000 - au$ 70,000 per year
reference number
hannah ebers, randstad
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job description

Company overview

This supportive and well respected financial service firm based in the CBD is seeking an experienced people key account manager to join their business. This role will see you working within their private wealth management arm of the business servicing and developing key accounts. To be successful in this role you will have a strong background in financial services, previous sales experience and strong written and verbal communication skills. This is truly a unique opportunity to join an industry leader and create a long term career opportunity.


  • Service and grow client portfolio across investments
  • Handle enquiries and provide detailed product information
  • Make outbound calls to promote investment opportunities
  • Handle and resolve any complaints within SLA’s
  • Respond to client enquiries
  • Prepare investor documentation and update client records
  • Prepare internal and external reports
  • Build strong internal and external working relationships

Selection criteria

  • Previous experience working within financial services
  • Previous sales experience ideally phone based
  • Excellent written and verbal communication skills
  • Relevant tertiary qualifications will be highly regarded
  • Demonstrated ability to meet and exceed targets
  • Ability to build strong working relationships

To Apply

If you meet the above criteria and are looking to take the next step in your career please follow the links to apply or for a confidential discussion please contact Hannah Ebers

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.


account management, sales, wealth management



educational requirements

Bachelor Degree